The pipeline board
The board shows your deals as cards in one column per stage, so you can see where everything stands and move deals along.
Read the board
- Each column shows how many deals it holds, their Total and their Weighted value (the value times the chance of winning).
- Each card shows the company, the deal, its value, the expected close date and the owner.
- The coloured badge on a card is the number of days since the last activity. It turns amber after 7 days and red after 14.
- Show more at the bottom of a long column shows the rest.
Move a deal
- Drag the card to another column. Or select Move on the card (or press M on a selected card) and choose the stage.
- A lost stage asks why the deal was lost. Nothing moves until you choose a reason.
- The figures update at once. If someone else changed the deal at the same moment, ASTRO puts the card back and says so.
Narrow the board
- Type in Search opportunities or companies, or use Filters and saved views as on the list.
- Refresh loads the latest; List view goes to the list.
- Select lets you tick cards for What if these close? (when your role includes what-if).
On a phone
The board shows one stage at a time. Tap a stage name at the top, or swipe left and right. To drag a card, press and hold it until it lifts; or use Move.